Boyd Watterson Asset Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.8K | Hold |
228
| – | – | 0.01% | 239 |
|
|
2025
Q1 | $24.8K | Hold |
228
| – | – | 0.01% | 241 |
|
|
2024
Q4 | $21.4K | Hold |
228
| – | – | 0.01% | 256 |
|
|
2024
Q3 | $21.9K | Hold |
228
| – | – | 0.01% | 256 |
|
|
2024
Q2 | $17.9K | Hold |
228
| – | – | 0.01% | 272 |
|
|
2024
Q1 | $18.7K | Hold |
228
| – | – | 0.01% | 269 |
|
|
2023
Q4 | $19.2K | Hold |
228
| – | – | 0.01% | 268 |
|
|
2023
Q3 | $18.4K | Hold |
228
| – | – | 0.01% | 262 |
|
|
2023
Q2 | $20.1K | Hold |
228
| – | – | 0.01% | 262 |
|
|
2023
Q1 | $21.6K | Hold |
228
| – | – | 0.01% | 253 |
|
|
2022
Q4 | $21.4K | Buy |
+228
| New | +$21.4K | 0.01% | 253 |
|